Job Description

Education

College, CEGEP or other non‑university certificate or diploma from a program of 1 year to 2 years.

Tasks

  • Advise on trust account investments.
  • Identify clients' financial goals and objectives.
  • Supervise staff.
  • Analyze clients' financial records.
  • Develop financial plans for clients.
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.
  • Arrange for sale of financial products and investments.
  • Assist in the planning and execution of financial statement audits.

Employment terms

  • Early morning
  • Evening
  • Morning
  • Day

Experience

1 year to less than 2 years.

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